Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
4.16K
New
$186K - $206K
4.16K $97.4K
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
4.14K
New
$185K - $205K
4.14K $96.9K
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
4.12K
New
$185K - $204K
4.12K $96.5K
May 03, 2023 Q1 2023
Calamos Advisors LLC

BUY
 -
4.04K
+ 15.1%
$181K - $199K
30.8K $720K
May 01, 2023 Q1 2023
Lutz Financial Services LLC

BUY
 -
3.99K
+ 1.75%
$179K - $197K
232K $5.43M
Apr 13, 2023 Q1 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
3.97K
+ 2.75%
$178K - $196K
148K $3.46M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
3.92K
+ 15.0%
$176K - $194K
30K $703K
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
3.9K
+ 55.34%
$175K - $193K
10.9K $256K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
3.87K
+ 16.49%
$173K - $191K
27.4K $640K
May 11, 2023 Q1 2023
Carret Asset Management, LLC

BUY
 -
3.68K
+ 28.41%
$165K - $182K
16.6K $389K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.47K
+ 72.86%
$156K - $172K
8.24K $193K
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
3.38K
+ 53.47%
$151K - $167K
9.7K $227K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
3.38K
+ 0.75%
$151K - $167K
455K $10.6M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
3.36K
+ 7.57%
$150K - $166K
47.7K $1.12M
Apr 21, 2023 Q1 2023
Asset Planning Services Inc

BUY
 -
3.34K
+ 7.42%
$149K - $165K
48.3K $1.13M
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
3.29K
+ 0.39%
$148K - $163K
852K $19.9M
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
3.29K
+ 0.39%
$148K - $163K
852K $19.9M
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
3.16K
+ 2.36%
$142K - $156K
137K $3.21M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
3.12K
+ 501.45%
$140K - $154K
3.74K $87.5K
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
2.98K
+ 0.51%
$133K - $147K
587K $13.7M
May 08, 2023 Q1 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
2.92K
+ 0.75%
$131K - $144K
394K $9.23M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
2.9K
+ 22.01%
$130K - $143K
16.1K $377K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.9K
+ 210.07%
$130K - $143K
4.28K $100K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
2.85K
New
$127K - $141K
2.85K $66.6K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.79K
+ 0.52%
$125K - $138K
538K $12.6M
Apr 13, 2023 Q1 2023
Eagle Capital Management, LLC

BUY
 -
2.78K
+ 7.31%
$124K - $137K
40.8K $955K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.76K
+ 0.96%
$124K - $136K
291K $6.81M
May 15, 2023 Q1 2023
Ddd Partners, LLC

BUY
 -
2.74K
+ 4.94%
$122K - $135K
58.2K $1.36M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
2.68K
+ 2.22%
$120K - $132K
123K $2.88M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
2.64K
New
$118K - $130K
2.64K $61.7K
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
2.59K
+ 4.82%
$116K - $128K
56.2K $1.32M
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
2.54K
+ 5.51%
$114K - $125K
48.5K $1.14M
Apr 26, 2023 Q1 2023
Advisors Management Group Inc

BUY
 -
2.52K
+ 7.19%
$113K - $124K
37.5K $878K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
2.46K
+ 3.67%
$110K - $122K
69.7K $1.63M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.44K
+ 3.19%
$109K - $121K
79K $1.85M
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
2.43K
+ 4.34%
$109K - $120K
58.3K $1.36M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.37K
+ 9.42%
$106K - $117K
27.5K $644K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
2.33K
+ 52.98%
$104K - $115K
6.73K $158K
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.33K
+ 2.15%
$104K - $115K
110K $2.58M
Apr 26, 2023 Q1 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
2.26K
+ 8.01%
$101K - $111K
30.4K $711K
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

BUY
 -
2.24K
+ 1.41%
$100K - $111K
161K $3.77M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.23K
+ 17.1%
$99.7K - $110K
15.2K $357K
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
2.21K
+ 12.53%
$98.9K - $109K
19.8K $464K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.16K
+ 8.45%
$96.6K - $107K
27.7K $648K
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
2.12K
+ 11.21%
$94.8K - $105K
21K $491K
May 15, 2023 Q1 2023
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
2.06K
+ 3.25%
$92.4K - $102K
65.5K $1.53M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.01K
+ 13.14%
$89.9K - $99.2K
17.3K $404K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
1.99K
+ 2.76%
$89.2K - $98.4K
74.3K $1.74M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
1.98K
+ 3.54%
$88.5K - $97.7K
57.9K $1.35M

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